Wellesley

As of 7th November 2024, The Bank of England has slashed the base rate to 4.75%. Mark your calendar for the next update on 19 December 2024. #wellesleymortgageservices #mortgageadvicebuiltaroundyou #ukbaserate

UK Chancellor Rachel Reeves finally delivers her first Budget, but what has the immediate impact been on equities and markets? WeeklyWatch takes a closer look. Meanwhile, across the pond, there have been a few slips and slides prior to the presidential election. Is this likely to impact any financial decisions going forward under new leadership? This week, we’re also looking at insurance. Why do we insure some things and not others – specifically ourselves? We explore the types of financial insurance available to you and what the benefits are to you and your loved ones. #UKBudget #USElection #Insurance #FinancialAdvice

If you want to understand more about how the changes announced in the Budget may impact you and your finances, contact us today.   Read more here: https://lnkd.in/ewniBqVw   Wellesley Investment Management is an Appointed Representative of and represents only St. James's Place Wealth Management pls (which is authorised and regulated by the Financial Conduct Authority).   SJP Approved 23/10/2024   #AutumnBudget

As the US presidential election draws ever closer, the markets have taken a bit of a hit. But how much does this impact immediate financial decisions, both national and international? On a more personal note, are you curious as to what the benefits of consistent financial advice are? We look to St. James’s Place’s Real-Life Advice Report to explain why financial advice is relevant at every stage of life, and why so many others agree! #USElection #JapanElection #UKBudget #FinancialAdvice

For over 29 years, we have been committed to helping clients achieve a fulfilling and financially secure future. With Labour’s first budget approaching tomorrow, 30th October, our dedication to guiding you through the complexities of ever-changing markets is stronger than ever. We’re here to help you navigate these uncertainties and make the most of your finances. Our complimentary Inheritance Tax Planning and Pension Seminar at Oatlands Park Hotel in Weybridge on Tuesday, 12th November is designed to help you make the most of your capital and protect your wealth for future generations. Take this opportunity to benefit from our expertise and gain insights to help you achieve your financial goals. Secure your place today, with Adviser Luke Henley as your host. 📅 This is our final autumn seminar for 2024. Places are limited, so if you’re interested in attending, click here to find out more: https://lnkd.in/eSEwuD2g Key topics to be covered include: 💡 Pensions – Understanding your retirement options 💡 Investments – Making sense of markets in uncertain times 💡 Inheritance Tax Planning – Reducing your liability 💡 Cash savings – Why higher rates are actually bad news 💡 Buy-to-Let – From an Inheritance Tax perspective Please note that clicking a link may open the external website in a new window or tab. The value of your investment can go down as well as up. You could get back less than you invested. Taxation rules can change at any time and are dependent on individual circumstances. Equities do not provide the security of capital that is characteristic of a deposit with a bank or building society. Wellesley is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). Wellesley is a trading name of Wellesley Investment Management Ltd. SJP approved 04/09/2024

🌟 Meet the Team: Ben Saunders 🌟 We're thrilled to continue our "Meet the Team" series, giving you a glimpse into the dedicated team behind Wellesley. This week we're introducing Senior Adviser, Ben Saunders DipFA. Discover more about his expertise and the vital role he plays in our team. Stay tuned for more introductions! #meetthewellesleyteam #wellesley #financialadvicebuiltaroundyou

The world’s eyes are on the UK and the US. Labour are due to announce their first Budget, with warnings that the UK may be in for a rough time in the pursuit of trying to regain economic and financial stability. Over in the US, the Presidential race is heating up, with the public due to cast their vote in just under two weeks – and the polls are incredibly tight. Until the results are in, investors remain uncertain. Closer to home, many are still feeling the pressure after the recent cost-of-living increases. The resulting temptation from this is that people are looking to stop their pension contributions to overcome these short-term challenges. WeeklyWatch explains the dangers of this and how financial advice and planning can help you stay on track of your financial goals both present and future. #UKBudget #USElection #Pensions #Inflation https://bit.ly/3AbMm8b

Estate planning is both complex and deeply personal, but engaging in these discussions is crucial for securing your family’s financial future and peace of mind. Today, Senior Adviser Ben Saunders DipFA led an insightful session on key topics at our Inheritance Tax Planning & Pensions Seminar, held at South Lodge Hotel in Horsham. Our final seminar for 2024 is running on Tuesday, 12th November at Oatlands Park Hotel in Weybridge. Places are limited, so if you’re interested in attending, click here to find out more 👉 https://lnkd.in/eSEwuD2g Please note that clicking a link may open the external website in a new window or tab. The value of your investment can go down as well as up. You could get back less than you invested. Wellesley is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). Wellesley is a trading name of Wellesley Investment Management Ltd. SJP Approved 04/09/2024

Last Friday Jason Adams hosted his golf day at the Royal Automobile Club Woodcote Park. We had a lovely day out on the Old Course with the sun shining! 🏌♀️ ⛳ Thank you to our guests for making it a great day!

Today, we’re at the Crowne Plaza Felbridge Hotel & Spa for the Gatwick Business Show 2024. Join us for an incredible day of networking and learning from industry experts. Be sure to stop by stand 32 to meet our team - we can’t wait to meet you 👋 #GatwickBusinessShow2024 #BusinessNetworking